Senior Analyst, FP&A at Primient providing strategic financial insights and analysis for organizational success. Leading financial planning processes and collaborating with cross - functional teams to drive performance.
About the role
- Associate Director supporting financial wellness for retirement plan clients at Compass Financial Partners. Engaging with participants to enhance their financial security and develop new business opportunities.
Responsibilities
- Provide support and enhanced value to participants of our Institutional Retirement Plan (401(k); 403(b); pension; non-qualified) clients
- Drive revenue and profitability, develop new business opportunities, and improve/maintain client relationships
- Meet with retirement plan participants 1:1 to enhance their financial wellness and security
- Produce and facilitate group meetings for our institutional clients
- Develop and deliver strategic participant education and communication programming – design annual education plans; prepare content; conduct individual & group meetings; and track all metrics
- Retirement plan participant point of contact and retirement readiness coach – respond to participant inquiries; communicate with participants by phone/in-person while utilizing a variety of computer software & systems to assist in identifying action steps to reach retirement goals; serve as a retirement income specialist (retirement projections, financial plans, investment selection guidance, distribution planning)
- Support the development and implementation of custom designed, full-scale financial wellness programs for our clients
- Collaborate with the Director, Financial Wellness, Communications and Education Strategy on all financial wellness deliverables and programming
- Implement the servicing of the executive financial planning program to existing Compass clients; and help cross-sell program to other MMA Mid-Atlantic clients
- Project related support including content creation and development, process improvement, and documenting processes and procedures to create efficiencies across the team
- Stay abreast of current market, industry and legislative issues & trends
Requirements
- Three (3) to Five (5) years of industry experience
- Series 65 registration or willingness to successfully complete within 60 days
- Certified Financial Planner (CFP) designation
- Other industry designation(s) (CRPC, RIPC, AIF, CRPS, QPFC)
- A student of the industry with demonstrated confidence of topical knowledge
- Willingness and capability to travel on a regular basis; work outside the scope of normal business hours as needed for client engagements
- Experience successfully managing and cultivating business relationships with clients, plan participants
- Enjoys self-motivating each day, organizing and prioritizing tasks and deliverables with minimal supervision and works well under tight deadlines
- Possesses a drive for results through accountability and execution
- Excellent written and oral communication skills – enjoys delivering lively, entertaining employee education meetings that are interesting, relevant, accurate and concise
- Motivated self-starter and innovator, must enjoy working independently in a team environment
- Fluent in Spanish
- Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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